Upcoming Events

Mastering the Level II and III

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event.   This event is open to all Level II and III CFA Candidates for free.  We are excited to present CFA charterholders that have recently passed their Level III Exam and will give tips on their process to prepare and study for the CFA Exams. Learn more about:   Exam Formats Time Management Successful Study Strategies Exam Day Strategies Scholarships

Level II Ethics Workshop

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event. Professions can only exist within an industry when those acting with transparency, integrity, candor, and trust reach a critical mass. Come join Paul Hwang, CFA as he analyses CFA Institute’s Code of Ethics and Standards of Professional Conduct within the Level II CFA Curriculum.   This discussion will follow CFA Institute’s Learning Outcome Statements for 2026 Level II CFA Curriculum Volume 10, Modules 1-3.

Webinar Series: Technology and AI: Impacts on Investment Research and Compliance

This presentation will walk through the evolving nature of AI and Technology tools as they relate to CFA Professionals. Topics will include: the impact of AI on Investor Reporting, utilizing AI tools for research, and advanced computing tools for Compliance and Investigations.

Adapting governance and allocation to balance risk and opportunity

As global monetary dynamics evolve, the conversation is shifting from currency concerns to governance, policy design, and portfolio construction. This webinar explores how fiduciary responsibility is being redefined through the lens of governance frameworks, investment policy statements, and practical implementation. Our expert panel will examine how investment committees, trustees, and boards are responding in real time, translating macroeconomic shifts into actionable oversight and strategy.

Quantitative Methods 1/2 Day Bootcamp

In conjunction with CFA Society Los Angeles. A Candidate Engagement Advisory Council sponsored event. Come join Andy Berkin, Ph.D, as he reviews Volume 1, Quantitative Methods, from the Level I 2026 CFA Curriculum. CFA® Institute’s Quantitative Methods curriculum introduces the Time Value of Money (TVM), Organizing, Visualizing, & Describing Data, Presentation Concepts, Common Probability Distributions, Sampling & Estimation, Hypothesis Testing, and Introduction to Linear Regression. Quantitative Methods plays a significant role in the CFA exam and is applied across many other areas of the curriculum such as equity investments, fixed income valuation, and corporate issuers. If you’re a Level I Candidate looking for a better breakdown of Quantitative Methods, or if you’re looking to learn how to best apply Quantitative Methods, then this half day bootcamp is for you.

Reinventing due diligence (Member-Exclusive)

As private opportunities proliferate, robust due diligence is critical. Learn what top-tier selection looks like—and how to avoid costly blind spots. Key takeaways for this webinar include: Build an institutional-grade manager selection and evaluation framework. Spot red flags early in opaque private offerings. Strengthen operational due diligence and risk governance.

Point and Counterpoint Series: Mega-Cap Dominance vs. Small & Mid-Cap Resilience

In conjunction with CFA Society Boston. Join us on April 30th for this Mega-Cap Dominance vs. Small & Mid-Cap Resilience session!   A handful of mega-cap names have increasingly dominated major indices, earnings growth, and investor mindshare. But history suggests that leadership concentration is cyclical—and periods of extreme dominance often precede reversals. This session will explore the durability of mega-cap strength, the catalysts that could spark a resurgence in small and mid-cap performance, and the diversification implications of today’s concentrated market structure. Panelists will assess macro, valuation, and innovation trends that may define which segment leads in the decade ahead. 

The future of family offices

As wealth transitions and global complexity rises, family offices are being reshaped from within. This webinar explores how modern family offices are evolving their governance, leadership models, and strategic mandates to thrive across generations. Key takeaways for this webinar include: Design effective governance structures that align family purpose with investment execution Plan for succession with clear roles, responsibilities, and generational integration Adapt to new priorities: from impact and innovation to global diversification and transparency